Navigating the latest in qualified small business stock exclusions

Event overview

Watch now for an insightful webcast where we delve into the opportunities and challenges surrounding the section 1202 qualified small business stock exclusion, one of the Internal Revenue Code’s largest tax benefits available to private equity funds, venture capital, and small to midsize business owners. This course will discuss the interesting opportunities and uncertain issues surrounding the exclusion.

Section 1202 survived attempts to curtail the benefit under the Biden administration, and with a new administration in office, it appears that section 1202 will remain an opportunity into the future. As an exclusion, the benefit is not phased out like deductions and credits often are, so qualification for the exclusion is critical. RSM advises thousands of taxpayers that hold or are qualified small businesses and have seen both the benefit of multiplying the exclusion through estate planning, as well as the problem of making minor foot faults and risking millions in tax savings. Join our webinar and hear from RSM tax professionals with deep knowledge in how to qualify for and then maximize the exclusion.

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